What's New in Tabs3 and PracticeMaster Version 11

Tabs3 Billing Software

Free copy of PracticeMaster Basic included with Tabs3 Billing Software.

• Firm-wide calendar that quickly shows you where people are and what they are doing.
• The ability to share case and contact information without losing track of it.
• Instant and accurate conflict of interest searches.
• The ability to automatically generate timesheets in Tabs3 for your appointments, phone calls and online research.

Learn more about PracticeMaster Basic

Improved QuickBooks Integration.

• Now you only need QuickBooks installed on one computer on your network to integrate with Tabs3.
• Exchange client and cost information between Tabs3 and QuickBooks in addition to Journal entries.
• Reversed or deleted Tabs3 payments are reflected in QuickBooks journal entries.
• Costs from Tabs3 Accounts Payable Software and Tabs3 Palm Handheld are passed to QuickBooks.

New Easy Login.

• Just log in once, and you can get access to any Tabs3 or PracticeMaster product that you have permission to use.

New Statement Designer.

• Customize statements by adding and positioning images, text and data.

Even More Professional Looking Statements and Reports.

• New fonts improve the look of all reports and statements.
• The layout of the most common reports has been updated to increase readability and ease-of-use.

Improved Footers.

• Print an optional footer on all reports that includes user's initials, the date and time.

Enhanced Forms.

• A new recent transactions ledger lets you review previous entries as you enter new data.

Improved Reporting Data.

• Track both Hours Worked and Hours to Bill when you enter fees, giving you more accurate reporting as well as the ability to write-up or write-down hours in addition to amounts.

More Flexible Cost Rates.

• New Cost Rate tables let you easily customize rates for cost transactions by individual, matter and client.

More Custom Fields.

• Configure up to 50 custom fields to track client information.

Increased Field Sizes.

• Phone fields now support international numbers.
• E-mail address fields and custom fields now hold more characters.

Improved Spell Checking.

• Tabs3 will now check your spelling as you type.

Improved Integration With Tabs3 General Ledger, Accounts Payable and Trust Accounting, Including:

• Changes to costs, payments, payment refunds, reversals, cost write-ups and cost write-downs are now synchronized between Tabs3 products.
• Make changes and deletions to unpaid invoices from either Tabs3 Billing Software or Tabs3 Accounts Payable Software.
• New accrual integration features let you post journal entries to Tabs3 General Ledger Software for accounts receivable, work-in-process, client funds and trust bank account balances.

New Maintenance Lock Out.

• Program managers can lock out all users of Tabs3 to perform exclusive tasks, such as backing up data files, renumbering clients and customizing Tabs3 settings.

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PracticeMaster Practice Management Software

New Maintenance Lock Out.

• Program managers can lock out users of Tabs3 and PracticeMaster to perform exclusive tasks, such as backing up files, renumbering clients and customizing Tabs3 settings.

Even More Professional Looking Reports.

• New fonts improve the look of all reports.

New Easy Login.

• Just log in once, and you can get access to any Tabs3 or PracticeMaster product that you have permission to use.

Improved Footers.

• Print an optional footer on reports that includes the user's initials, the date and time.

Improved Reporting Data.

• Track both Hours Worked and Hours to Bill when you enter fees.

Increased Field Sizes.

• Phone fields now support international numbers.
• E-mail address fields and custom fields now hold more characters.

Improved Outlook integration.

• In addition to calendar entries, you can now synchronize contact information between Outlook and PracticeMaster.

CompuLaw Court Rules Integration (PracticeMaster Premier Only).

• Automatically create appointments and to-do's in PracticeMaster using CompuLaw's reliable jurisdiction-specific court rules, greatly reducing the possibility of missing deadlines through error-prone and time-consuming manual docket calculations.
  (CompuLaw Court Rules sold separately.)

Learn more about CompuLaw Court Rules

Improved WORLDOX Integration (PracticeMaster Premier Only).

• Search WORLDOX documents outside of conflict of interest searching
• A new import feature makes it easy to create PracticeMaster document management records from WORLDOX document records.

Improved QuickBooks Integration.

• Now you only need QuickBooks installed on one computer on your network to integrate with PracticeMaster.
• Integrate fees, costs and clients directly to QuickBooks from PracticeMaster without Tabs3.

Improved Conflict Search.

• Conflict searches now include E-mail and phone fields.

More Related Party Categories.

• You can assign eight (increased from four) Related Party categories to a Related Party.

Weather and Directions.

• Display the weather or a map for any client or related party address.

Improved Spell Checking.

• PracticeMaster will check your spelling as you type.

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